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Portfolio (Quarterly) Guide ↗

CENTAURUS FINANCIAL, INC.

· CIK 0000891943
13F Portfolio $2.1B AUM 1,058 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 1055 New
Page 4 of 53  ·  1,055 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 18,002.0 $7.9M 0.37% NEW $436.78 -80.1%
62 APP APPLOVIN CORP Technology 19,756.0 $7.9M 0.37% NEW $398.01 +23.7%
63 GFL GFL ENVIRONMENTAL INC Industrials 182,512.0 $7.6M 0.36% NEW $41.70 -11.0%
64 JEPI J P MORGAN EXCHANGE TRADED F 134,241.0 $7.6M 0.36% NEW $56.68 -1.0%
65 JULW AIM ETF PRODUCTS TRUST 189,377.0 $7.3M 0.35% NEW $38.81 +4.2%
66 XLV SELECT SECTOR SPDR TR 49,910.0 $7.3M 0.35% NEW $146.60 -0.6%
67 IUSV ISHARES TR 71,183.0 $7.3M 0.35% NEW $102.24 +6.4%
68 XOM EXXON MOBIL CORP Energy 42,684.0 $7.2M 0.34% NEW $169.67 -6.9%
69 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 21,354.0 $7.2M 0.34% NEW $337.92 +19.7%
70 QQQM INVESCO EXCH TRADED FD TR II 29,962.0 $7.1M 0.34% NEW $237.63 +22.3%
71 AIM ETF PRODUCTS TRUST 259,730.0 $6.8M 0.32% NEW $26.17
72 CGGR CAPITAL GROUP GROWTH ETF 167,575.0 $6.7M 0.32% NEW $40.19 +13.6%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,602.0 $6.6M 0.31% NEW $996.36 +5.3%
74 VPL VANGUARD INTL EQUITY INDEX F 66,789.0 $6.5M 0.31% NEW $97.73 +13.3%
75 UBER UBER TECHNOLOGIES INC Technology 90,463.0 $6.5M 0.31% NEW $71.93 +4.4%
76 MU MICRON TECHNOLOGY INC Technology 18,882.0 $6.4M 0.30% NEW $337.83 +114.5%
77 BUFR FIRST TR EXCHNG TRADED FD VI 186,950.0 $6.3M 0.30% NEW $33.77 +6.9%
78 ISHARES TR 129,844.0 $6.0M 0.28% NEW $46.23
79 PATK PATRICK INDS INC Consumer Cyclical 52,991.0 $5.9M 0.28% NEW $111.08 -17.9%
80 AFIF TWO RDS SHARED TR 622,802.0 $5.8M 0.28% NEW $9.32 +0.6%
Page 4 of 53  ·  1,055 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 21.3%
Consumer Cyclical 11.2%
Communication Services 9.3%
Industrials 8.8%
Healthcare 6.0%
Consumer Defensive 3.3%
Real Estate 3.0%
Utilities 2.2%
Energy 2.0%